Kestra Advisory Services’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $392K | Sell |
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|
2025
Q2 | $418K | Sell |
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|
2025
Q1 | $436K | Sell |
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|
2024
Q4 | $441K | Buy |
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|
2024
Q3 | $457K | Hold |
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|
2024
Q2 | $412K | Buy |
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|
2024
Q1 | $421K | Sell |
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|
2023
Q4 | $444K | Buy |
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|
2023
Q3 | $401K | Buy |
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|
2023
Q2 | $362K | Sell |
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|
2023
Q1 | $414K | Sell |
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|
2022
Q4 | $426K | Sell |
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|
2022
Q3 | $404K | Sell |
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|
2022
Q2 | $455K | Buy |
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|
2022
Q1 | $511K | Hold |
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|
2021
Q4 | $517K | Sell |
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|
2021
Q3 | $496K | Sell |
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|
2021
Q2 | $572K | Sell |
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|
2021
Q1 | $559K | Sell |
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|
2020
Q4 | $628K | Buy |
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|
2020
Q3 | $575K | Buy |
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